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Future Vision Grants Preparing for a New Way of Doing Good in the World

Learn about the Future Vision Plan and how it will change the way Rotary Foundation grants are provided for service projects and initiatives. Understand the new concepts, vocabulary, and processes involved in Future Vision Grants.

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Future Vision Grants Preparing for a New Way of Doing Good in the World

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  1. Future Vision GrantsPreparing for a New Way of Doing Good in the World District 7820 Pennsylvania November 2012 FV Training -- Zones 28 and 29 Trainers March 2012

  2. This presentation was developed by PDG Neil McBeth, DRFCC, District 6400 This is not an official publication of The Rotary Foundation.

  3. TODAY Outcomes: ♦ Understand Future Vision ♦ Plan for Future Vision Training

  4. SOME ABBREVIATIONS • TRF The Rotary Foundation • GMS Grant Management Seminar • MOU Memorandum of Understanding • VTT Vocational Training Team • FVP Future Vision Pilot • DDF District Designated Funds

  5. ROTARY FOUNDATION MISSION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty.

  6. THE ROTARY FOUNDATION Doing Good in the World

  7. Future Vision Grants Preparing for a New Way of Doing Good in the World FV Training -- Zones 28 and 29 Trainers March 2012

  8. Future Vision Grants A New Way = Change FV Training -- Zones 28 and 29 Trainers March 2012

  9. Future Vision Future Vision begins in all Districts on July 1, 2013

  10. Future Vision Three BIG questions ➊ How will your district prepare? ➋ How will Training and Foundation leadership work together? ➌ What training will that involve, and who will do it?

  11. Future Vision Related questions Who at the District level will be trained? When?

  12. Future Vision WHY CHANGE?

  13. Growth of the Foundation 1965-2000 10,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008 Another 10,000 Matching Grants

  14. Future Vision WHY? ● Sound Stewardship ● Decentralized process ● Flexibility at local level ● Enhanced capacity to serve ● Sustainability, Significance, Simplification

  15. Simplify TRF programs & processes Enhance Rotary’s public image New Rotary Foundation Grants Focus service efforts Transfer more decisions to districts Support global & local service Priorities

  16. Future Vision Overview

  17. Future Vision NEW CONCEPTS AND WAYS A New Vocabulary • SIX AREAS OF FOCUS • GLOBAL GRANTS • DISTRICT GRANTS • DDF allocation to Global and District • NEEDS ASSESSMENT • SUSTAINABLE • MEASUREABLE • VTTs (and GSEs) • SCHOLARSHIPS AS GRANTS • MEMBER ACCESS AS GATEWAY

  18. Future Vision Where will the money come from? ● Gifts to TRF ● World Fund earnings How does it get to districts and clubs? ● Designated Funds – DDF ● World Fund matches

  19. $200,000 $ Earnings used for administrative costs 2011-12 2010-11 2013-14 $100,000 $100,000 50% to District Designated Fund (DDF) 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ $50,000 $50,000 Up to ½ to District Grants At least ½ to Global Grants Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13

  20. Future Vision Three kinds of grants DISTRICT GRANTS $ GLOBAL GRANTS $ PACKAGED GRANTS $

  21. Future Vision DISTRICT GRANTS SERVICE PROJECTS SCHOLARSHIPS VOCATIONAL TRAINING TEAM “GSE” (funded from District Grant) Project Planning (Submitting potential projects and necessary funding prior to receiving DDF) MUST MEET MISSION OF THE FOUNDATION (Areas of Focus not necessary)

  22. District Grants • Local and International • Up to one-half DDF • Match from DDF, as set by district • All submitted as proposals for District DDF Spending Plan • Proposal Deadline set by district • GMS and MOU can be required by the district

  23. District Grants ◊ How are grants processed? ◊ How well does this new way of doing grants work?

  24. Future VisionDistrict Grants Cycle Time Comparison Closure Submission Approval Payment

  25. Future Vision GLOBAL GRANTS ♦ Scholars ♦ Vocational Training (VTT) ♦ Humanitarian Work ♦ Packaged Grants rotary.org – packaged grants Rotary.org: Future Vision - Packaged global grants

  26. Future Vision GLOBAL GRANTS ● TOTAL AT LEAST $30,000 INCLUDING TRF MATCH (min. of 15,000) 1 to 1 match of DDF .5 to 1 match of club funds ● HOST AND INTERNATIONAL PARTNERS ● Two-Step Process: PROPOSAL and APPLICATION ● GMS and MOU required ● SIX AREAS OF FOCUS

  27. Future Vision GLOBAL GRANTS HUMANITARIAN GRANTS – DISTRICT 1:1 CLUB(s) PROJECT – AT LEAST $35,000 Club(s) $10,000 DDF 10,000 TRF club match 5,000 TRF DDF match 10,000 PROJECT TOTAL $35,000

  28. Future Vision SIX AREAS OF FOCUS Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

  29. Pilot’s First Year: Global Grant Activity Awards by AOF

  30. Future Vision PACKAGED GLOBAL GRANTS • Packaged Grants rotary.org – packaged grants

  31. Future Vision WHAT WON’T CHANGE ♦ Serving Above Self ♦ PolioPlus, Until Disease Eradicated ♦ Peace Fellowships ♦ Need for giving to support TRF ♦ Giving recognition

  32. Future Vision Implementation

  33. Future Vision District Memorandum Of Understanding (MOU) More stewardship responsibility at District level Club MOU – stewardship at club level Grant Management Seminar (GMS) by district District TRF structure Grant processes Global Grants – Proposal and Application District Grants – Spending Plan District procedure

  34. Future Vision District Rotary Foundation Committee (5 req’d members: DG, DRFCC, P+C, FRC, DGSC. Can add others, such as a TRF Trainer) District Grants Subcommittee District Grants Committee Financial Management Plan and Audit or Financial Review Clubs & Club Leadership

  35. Future Vision ANNUAL CLUB QUALIFICATION Grant Management Seminar (GMS) 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

  36. Future Vision CLUB MOU – TRF (and District) ♦ Terms of Qualification ♦ Club Leadership Responsibilities ♦ Financial Management/Stewardship ♦ Document Retention ♦ Reports ♦ GMS and MOU req’d for Global Grants ♦ District can require MOU (and GMS) for District Grants ♦ Signatures in year before by current PE and President ♦ ANNUAL SUBMISSION

  37. Future Vision Pilot How has it worked? ♦ Club and Rotarian interest ♦ Partnerships ♦ Number of grants ♦ Impact of grants ♦ The “genius” of GMS

  38. FUTURE VISION RESOURCES Clubs: www.rotary.org/en/fvclub Districts: www.rotary.org/en/fvdistrict General: www.rotary.org/futurevision

  39. FUTURE VISIONMore resources • March 2011 Rotarian Magazine • (Reprint – SKU: 093) • Current FVP Districts • Upcoming training by TRF/Zone • Future Vision Pilot News • Future Vision e-learning modules • “Transition to Future Vision”

  40. FUTURE VISIONMore resources “Doing Good in the World” DVD 978-MU – at http://shop.rotary.org • Also can access via • Rotary's Podcast on iTunes, or • Doing Good: Intro: http://vimeo.com/34051471 • Doing Good: Supporting Education: http://vimeo.com/33737948 • Doing Good: Growing Local Economies: http://vimeo.com/33736218 • Doing Good: Fighting Disease: http://vimeo.com/33735961 • Doing Good: Providing Clean Water: http://vimeo.com/33735494 • Dong Good: Saving Mothers and Children: http://vimeo.com/33690570 • Doing Good: Promoting Peace: http://vimeo.com/33671034

  41. Future Vision NOW is the time to start getting ready for July 2013

  42. Getting ready for July 2013 – CLUBS ➊ Identify FV leaders ➋Attend training ➌ Reports up to date ➍ Know the Areas of Focus ➎ Plan grants now

  43. Getting ready for July 2013 – CLUBS ➏ Develop partnerships ➐Tell the story of what TRF does ➑ Strive for / achieve, at minimum, EREY More in = more will be able to do

  44. Getting ready for July 2013 - Districts ➊ DRFCC’s term ➋ DRFC - Committee structure Plus – A transition team ➌ Reports up to date ➍Attend a GMS in Pilot District and have a mentoring relationship w/ a Pilot District. ➎Get Leadership onboard

  45. Getting ready for July 2013 - Districts ➏District Operating Budget ➐Introduction and training for clubs and district – GMS+++ ➑ A DDF Plan ➒ “DG” Spending Plan ➓ Making and publishing “rules”

  46. Getting ready for July 2013 The required training event: Grant Management Seminar (GMS)

  47. Getting ready for July 2013 GMS ● Content ● Presenting ● Publicizing ● Logistics ● Record keeping

  48. Getting ready for Future Vision Other Training Opportunities: ♦ District Seminar (M, PR, TRF) ♦ Midterm ♦ District Assembly ♦ District Team Training ♦ PETS ♦ District Conference ♦ Webinars ♦ Informal Conversations ♦ DG visits and speeches ♦ TRF Presentations (at clubs, dinners, events)

  49. Getting ready for Future Vision Training Opportunities Who will be responsible for: ● Content? ● Presenting? ● Publicizing? ● Logistics? ● Record keeping?

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